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FHUMX vs FSMDX
FHUMX vs FSMDX Comparison
Open Charts FHUMX vs FSMDX
Federated Hermes US SMID Institutional
Price$14.63
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets4.73M
Fidelity Mid Cap Index
Price$38.27
Change+$1.11 (+2.99%)
VolumeN/A
Net Assets46.87B
FHUMX vs FSMDX Comparison Chart in %
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FHUMX vs. FSMDX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FHUMX is a Hold and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 46.9B vs. FHUMX (4.74M). FSMDX pays higher dividends than FHUMX: FSMDX (1.07) vs FHUMX (0.00). FHUMX was incepted earlier than FSMDX: FHUMX (6 years) vs FSMDX (14 years). FHUMX (6.24) is less costly to investors than FSMDX (0.03). FHUMX is a more actively managed with annual turnover of: 22.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than FHUMX: FSMDX (0) vs FHUMX (1000000). FSMDX annual gain was more profitable for investors over the last year : 10.78 vs. FHUMX (-8.50). FSMDX return over 5 years is better than : 44.63 vs. FHUMX (9.30).
| FHUMX | FSMDX | FHUMX / FSMDX | |
| Total Expense Ratio | 0.83 | 0.03 | 3,320% |
| Annual Report Gross Expense Ratio | 6.24 | 0.03 | 24,960% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 3.903 | 3.683 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.74M | 46.9B | 0% |
| Annual Yield % from dividends | 0.00 | 1.07 | - |
| Returns for 1 year | -8.50 | 10.78 | -79% |
| Returns for 3 years | 6.74 | 39.55 | 17% |
| Returns for 5 years | 9.30 | 44.63 | 21% |
| Returns for 10 years | N/A | 187.08 | - |
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